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Changes to the Capital Dividend Account
The March 22, 2016 federal budget has resulted in significant changes to the credit to the capital dividend account arising upon the receipt of life insurance proceeds. While these proposals are not yet final, it is expected they will be enacted before the end of 2016 with certain retroactive effect.
Important Changes to the Principal Residence Exemption
On October 3, 2016, Finance Minister Morneau announced new measures to address the housing market, with the intention of improving fairness and integrity of the tax system as it relates to the principal residence exemption. The changes include new reporting requirements, modifications to the calculation of the tax-free amount for individuals based on a residency requirements, and an extension to the period in which a reassessment may occur.
What's Sandi reading?
The "Invest Better" Calculator
Our own Sandi Martin collaborated with John Robertson, author of the Value of Simple, to create this useful calculator to help investors make an educated decision when choosing from the variety of low-fee robo-advisors now open in Canada.
You can try it out here: Autoinvest.ca
Making it on his own
Because Money Podcast: An American in Paris (Ontario)
How Much is Your Company Worth?
Success = Joy + Freedom
Have you ever set goals and just felt kind of... "meh"? Julia's latest article for Niche Magazine gets to the heart of why that happens, and how you can change it.
Profiting from Real Estate
RESP Rules & Tips with Sandi Martin & Julia Chung
Announcement: Sandi Martin
New Love: A Retirement Dream - or Nightmare?
Julia Chung at PowHerTalks Victoria June 18th
Money Matters: Take Control
The Surprising Downside of a Sunny Retirement
If your residency is changing, it may affect how you're taxed. Canada, for instance, has many residents that spend half the year in warmer parts of the U.S. "One of the issues there is when you're considered a resident of most countries in the world, you have to file taxes there," said Julia Chung. "We have a lot of Canadian residents who are just finding out that they're supposed to file a tax return with the U.S. every year."